Relationship Banking Specialist

Bank of America Corporation; Saint Petersburg (FL); On-site; USD 40,000 - 60,000; Full time

Job summary

Bank of America in Saint Petersburg, FL is seeking a Customer Service/Relationship Banker to serve as the first point of contact for clients, uncover personal banking needs, and connect customers with specialists. You will promote self-service options, deepen client relationships, and uphold high standards of service and regulatory compliance.

The role emphasizes outbound engagement, follow-up routines, and delivering an exceptional client experience in a busy financial center environment.

Qualifications

• 1+ year sales experience in a client-centric environment.
• Strong written and verbal communications skills.
• Able to engage clients in-person and by phone.
• Learn and adapt to new information and technologies.

Responsibilities

• Serve as first point of contact for financial center clients.
• Uncover personal banking needs and connect clients to specialists.
• Assist and train clients on using self-service technologies.
• Provide exceptional client care and proactive follow-up.
• Adhere to regulatory requirements in day-to-day activities.

Skills

Active Listening

Client Focus

Relationship Building

Business Acumen

Communication

Problem Solving

Sales Mindset

Prospecting

Education

High School Diploma or GED

Associate or Bachelor’s in business/finance (preferred)

Tools

Microsoft Office

Job description

Bank of America in Saint Petersburg, FL is seeking a Customer Service/Relationship Banker to serve as the first point of contact for clients, uncover personal banking needs, and connect customers with specialists. You will promote self-service options, deepen client relationships, and uphold high standards of service and regulatory compliance.

The role emphasizes outbound engagement, follow-up routines, and delivering an exceptional client experience in a busy financial center environment.